SharePoint 2010 Enterprise Architect's Guidebook

Tips and techniques for becoming a successful SharePoint architectIf you're eager to design and architect a successful deployment of SharePoint 2010, then this is the book for you. Packed with real-world experiences and solid processes, this… (More)

Sections

UNDERSTANDING ENTERPRISE 2.0 AND SHAREPOINT 2010
UNDERSTANDING SHAREPOINT’S VALUE PROPOSITION
Deliver the best productivity experience
Deliver the Best Productivity Experience
Understanding SharePoint’s Value Proposition ❘ 7
Cut Costs with a Uniﬁed Infrastructure
Rapidly Respond to Business Needs
SUMMARY
REVIEWING THE BUSINESS LANDSCAPE
Business Drivers, Goals, and Context
Factors Inﬂuencing the Business Environment
Industry Sector, Business Formation, and Organizational Structure
Important IT Models
REVIEWING THE TECHNOLOGY LANDSCAPE
Understanding the SharePoint 2010 Ecosystem
Understanding Your Enterprise Architecture and Strategy
Understanding Your Existing Infrastructure
Understanding Your Existing Portal Solutions
REVIEWING THE LEGAL LANDSCAPE
Disability Discrimination Laws
Freedom of Information Laws
Personal Data Privacy Laws
Electronic Records Management Standards and Compliance
Corporate Rules and Regulations
Finance Standards
Export Control Regulations
Reviewing the Information Landscape ❘ 33
REVIEWING THE INFORMATION LANDSCAPE
Reviewing the End-User Landscape ❘ 35
REVIEWING THE END-USER LANDSCAPE
Factors Inﬂuencing the End-User Environment
Tools of the Information Worker
GATHERING ISSUES AND METRICS
INFRASTRUCTURE TECHNOLOGIES
Windows Operating System
Identity and Access Management Technologies
Load-Balancing Technologies
Farm Communications and Protocols
Database Technologies
Storage Technologies
Monitoring Technologies
Internet Information Services
Caching, Compression, and Performance
Virtualization Technologies
Backup
DEVELOPMENT TECHNOLOGIES
.NET Framework
Development Tools
Application Life Cycle Management Tools
Code Libraries
MICROSOFT OFFICE TECHNOLOGIES
Browser
Microsoft Of ce System
Imaging and Capture
Communication and Virtual Meeting Services
Working Of ine
COMPLEMENTARY THIRD-PARTY TECHNOLOGIES
DETERMINING THE DESIRED SOLUTION
DETERMINING SOLUTION CHARACTERISTICS
UNDERSTANDING SHAREPOINT PROJECT MANAGEMENT
Understanding SharePoint Project Management ❘ 77
Deﬁning Success
Project Scope
Mapping Requirements
Project Team Members
Understanding the SharePoint 2010 Containment Model
DESIGNING FOR STORAGE
DESIGNING FOR GOVERNANCE
DESIGNING FOR IT
Virtualization Policy
Database Consolidation Policy
Storage Policy
Security Policy
Disaster Recovery
DESIGNING FOR USERS
User Experience
Role-Based Design
Visual Design
Personalized
DESIGNING FOR INFORMATION WORKERS
Process Mapping
SharePoint Solution Center
DESIGNING THE INFORMATION ARCHITECTURE
Terminology
Content
Designing the Information Architecture ❘ 101
INVOLVING KEY USERS
Focus Groups
Card Sorting
Prototypes and Pilots
KEY SITES AND SERVICES
Microsoft Web (MSW)
InfoPedia
SharePoint Utility
THE MICROSOFT IT SHAREPOINT “DOGFOODING” EXPERIENCE
Customers
The Microsoft IT SharePoint “Dogfooding” Experience ❘ 113
Product Group
Microsoft IT
Microsoft Users
The Challenges of Dogfooding
Blueprint for Success
BUSINESS CONTINUITY MANAGEMENT
Business Continuity Management ❘ 125
VIRTUALIZATION
GOVERNANCE AND LIFE-CYCLE MANAGEMENT
Governance and Life-Cycle Management ❘ 129
Site Asset and Content Stewardship
Custom Site Branding
Compliance and Life-Cycle Management of SharePoint Sites
Communication and Education
INTRODUCING THE SHAREPOINT FARM
The SharePoint Farm
Web Applications
Databases
Service Applications
Servers
INTRODUCING SITE COLLECTIONS AND SITES
Site Collections Versus Sites
Introducing Site Collections and Sites ❘ 145
Site Templates
Pages, Web Parts, and Page Content
Permissions and Access Control
Features and Solutions
Software Boundaries
INTRODUCING LIBRARIES, LISTS, AND LIST ITEMS
Lists and Library Types
Content Types
Columns
List Views
LICENSING AND SOFTWARE VERSIONS
Online or On-premises
Comparing On-Premise Editions
Companion Technologies
SHAREPOINT 2001 — FROM THE BIRTHING POOL
SHAREPOINT 2003 — GROWING PAINS
SharePoint 2003 — Growing Pains ❘ 171
SHAREPOINT 2007 — COMING OF AGE
SharePoint 2007 — Coming of Age ❘ 175
PUBLISHING SERVICES
Publishing Sites Templates
Web Page Publishing Life Cycle
Branding
Multi-lingual, Multi-channel, Multi-device, and Multi-farm Support
Standards and Compliance Support
Web Analytics and Reporting
INFORMATION SERVICES
Information Management
Information Service Site Templates
Large-Scale and Extremely Large-Scale Content Repositories
Enterprise Terms, Metadata, and Content Type Hubs
Content Organizer
In-place Records Management
Digital and Rich Media Asset Support
COLLABORATION SERVICES
SEARCH SERVICES
Content Gathering and Processing Pipeline
Query Processing Pipeline
INDIVIDUAL AND SOCIAL NETWORKING SERVICES
BUSINESS CONNECTIVITY SERVICES
BUSINESS INTELLIGENCE SERVICES
Business Intelligence Center Site Template
Charting Web Part
Status Indicators/List and Detail Web Part
Excel Services
PowerPivot for Excel and SharePoint
Visio Services
Access Services
PerformancePoint Service Application
Reporting Services
WORKFLOW AND FORMS SERVICES
Workﬂow
Business Forms
Understanding SharePoint 2010 Service Applications
SERVICE APPLICATION MODEL
Bye-Bye Shared Service Provider
Hello Service Applications
Available Service Applications by SharePoint Editions
TABLE 9-1: Service Applications Available by SharePoint Editions
SERVICE APPLICATIONS LIFE CYCLE
Starting Services
Deploying Service Applications
Conﬁguring Service Applications
Consuming Service Applications
Publishing Service Applications
ARCHITECTURAL PRINCIPLES
Architecture Examples
Inter-farm SSPs Versus Cross-farm Service Applications
Multi-tenancy
Multi-tenant
Load Balancing
SERVER FARM TOPOLOGIES
Web Tier
Application Tier
Database Tier
Small or Single-Tier Topology
Medium or Two-Tier Topology
Large or Three-Tier Topology
SERVICE APPLICATION TOPOLOGIES
Service Application Topologies ❘ 253
Service Application Groups and Associations
Service Application Security
Planning Service Application Topologies
Wide Area Networks
Putting It All Together
SEARCH TOPOLOGIES
Query Architecture
Query Architecture
Crawl Architecture
GEOGRAPHICALLY DISTRIBUTED DEPLOYMENTS
SELECTING AN ARCHITECTURE
Determining your administrative model
Identifying costs
Determining an Administrative Model
Identifying Costs
Determining Service Level Agreements
SCALING YOUR ARCHITECTURE
Factors Afecting Scaling
Deciding to Scale Up
Deciding to Scale Out
Considering the Trade-ofs
Considering Network Performance
Considering Active Directory
Using Service Farms
MANIPULATING INTERNAL DATA
INTEGRATING EXTERNAL DATA
LIST DATA PLATFORM CAPABILITIES
Lists Relationships and Lookups
List Joins and Projections
List Validation
Large Query Throttling
Integrating External Data
Business Connectivity Services ❘ 307
External Content Types
External Lists
Security and Authentication Models
DATA INTEGRATION EXTENSIBILITY
.NET Assembly Connectors
Custom Connectors
AGGREGATION
Real-time Aggregation
Search-Based Aggregation
WORKING WITH DATA
Server APIs
Client APIs
Choosing a Data Access Technology
Event Model
INCORPORATING CLOUD DATA AND COMPUTE SERVICES
Developing Cloud-Based Data and Compute Services
Incorporating Services into Your SharePoint Solution
TAKING BUSINESS DATA OFFLINE
Using SharePoint Workspace
Using Microsoft Of ce
THE EXAMPLE SCENARIO
REVIEW THE BUSINESS ENVIRONMENT
Review the Business Environment ❘ 327
ENGAGE KEY STAKEHOLDERS
Identifying Key Stakeholders
Deﬁne the Business Drivers
DEFINE PORTAL CAPABILITIES AND BLUEPRINT
Deﬁne Portal Capabilities and Blueprint ❘ 335
Support Business Drivers
Support Key Audiences
Portal and Supporting Capabilities
Deﬁne Your Portal Blueprint
BUILD YOUR ENTERPRISE PORTAL STRATEGY
Deﬁne Your Strategy
DEFINE YOUR ROAD MAP
AGREE ON STAKEHOLDER RESPONSIBILITIES
Agree on Stakeholder Responsibilities ❘ 349
Executive Sponsorship
Steering Committee or Board
Project Sponsorship
Program Manager
Project Manager
Project Team
End Users
BEST PRACTICES
Requirements activities
REQUIREMENTS ACTIVITIES
Eliciting Requirements
Analyzing Requirements
Validating Requirements
Recording Requirements
TECHNICAL DESIGN ACTIVITIES
Forming an Understanding of the Project and Customer Requirements
TABLE 13-1: Forming an Understanding of the Project and Customer Requirements
Beginning Early Design Activities
Conceptualizing the Logical and Physical SharePoint 2010 Solution
Early Technical Leadership Activities ❘ 375
EARLY TECHNICAL LEADERSHIP ACTIVITIES
Selecting a Software Development Methodology
Managing, Tracking, and Recording Key Design Decisions
Setting Up Development Standards and Best Practices
Setting Up a Testing Strategy
Planning for Regular Code Reviews
Planning the Deployment Life Cycle
Developing a Quote and Schedule
Planning and Kicking-of Detailed Elaboration Phases
PROGRAM AND PROJECT MANAGEMENT ACTIVITIES
Setting Up Your SharePoint 2010 Program and Projects
Deﬁning Your Program Management Plan (PMP)
Deﬁning Your Project Plan
Understanding Resourcing and Roles in Your SharePoint 2010 Team
Deﬁning Your Business Case and Beneﬁts Realization Plan
Appointing a Governance Board and Technical Design Authority
Planning Your Operational and Governance Model
Deciding on an In-house, Hybrid, or Outsource Model
Deciding on an Onshore, Near-shore, or Ofshore Model
Business Change and Adoption Activities ❘ 389
BUSINESS CHANGE AND ADOPTION ACTIVITIES
Designing Your “Future State” Business Design
Establishing a Business Engagement Strategy
Efectively Managing Requirements
Deﬁning Your Marketing and Communication Plan
Deﬁning an Education and Training Plan
Business Onboarding and Exploitation
Deﬁning and Measuring Success
Capturing Lessons Learned
1. Understanding your scope, capabilities, and constraints
UNDERSTANDING YOUR SCOPE, CAPABILITIES, AND CONSTRAINTS
Scope
Capabilities
Constraints
ASSESSING YOUR BUSINESS INFORMATION MATURITY LEVEL
DEFINING YOUR PERSONAS AND SCENARIOS
Deﬁning Your Actors and Personas
Deﬁning Your User Stories, Use Cases, and Scenarios
Deﬁning Your Enterprise Metadata Management Requirements ❘ 407
DEFINING YOUR ENTERPRISE METADATA MANAGEMENT REQUIREMENTS
Understanding Your Inﬂuencing Factors
Analyzing Your Business Information
Understanding SharePoint 2010 Enterprise Metadata Features
Deﬁning Your SharePoint 2010 Enterprise Metadata
DEFINING YOUR SHAREPOINT 2010 CONTAINMENT MODEL
Deﬁning your web application requirements
Deﬁning Your Web Application Requirements
Deﬁning Your Site Collection and Subsite Requirements
Deﬁning Your Content Library Requirements
Business Governance
Platform Governance
Site Collection Life Cycle Governance
User Governance
Information Governance
Customization Governance
DEFINING YOUR SEARCH EXPERIENCE
1. Gathering requirements
Gathering Requirements
Planning Search
Designing Your Search Experience
DEFINING YOUR NAVIGATION EXPERIENCE
Introducing Key SharePoint 2010 Navigation Methods
Complementary/Alternative SharePoint 2010 Navigation Methods
Implementing a “Truly Global” Global Navigation Method
Deﬁning Your Navigation Structure
DEFINING YOUR PEOPLE EXPERIENCE
Deﬁning a Uniﬁed, Convergent Experience
Deﬁning Your Roles, Groups, and Permissions
Audiences
DEFINING YOUR VISUAL EXPERIENCE
Understanding the Resourcing and Skills Required
Involving Your Communication and Digital Media Team
Researching Company Brand Guidelines
Understanding Your Visual Design Drivers
Deﬁning Your Visual Design
Documenting Your Visual Design
Getting Feedback
DEFINING YOUR CUSTOM FUNCTIONALITY
PLANNING FOR CONTENT MIGRATION
Content Discovery
Content Cleansing and Preparation
Target Environment Validation
Content Mapping
Content Migration
Content Navigation, Aggregation, and Visualization
REFINING YOUR DESIGN
Deﬁning the roles and responsibilities of a solution architect
DEFINING THE ROLES AND RESPONSIBILITIES OF A SOLUTION ARCHITECT
DESIGNING YOUR SITE SOLUTION ARCHITECTURE
Web Templates
Site Deﬁnitions
Understanding the Common Site Provisioning Models
Features and Feature Receivers
UNDERSTANDING COMMON SOLUTION PATTERNS AND DESIGN OPTIONS
User-Interface Software Patterns
Content Query, Aggregation, and Visualization Solution Options
Background Services Patterns
Data Software Patterns
Conﬁguration Software Patterns
Security Software Patterns
Custom Service Application Software Pattern
Site Collection Life-Cycle Governance Pattern
Execution Model Options
Solution Deployment Patterns
DESIGNING YOUR CUSTOM BUSINESS SOLUTIONS
SharePoint “Custom Functionality” Rules
Designing Your Custom Business Solutions ❘ 499
Vision, Concept, and Scope
Personas and Scenarios
Pages, Web Parts, and Conﬁguration
Processes, Workﬂows, and Structures
Security Planning and User Permissions
Governance and Maintenance Requirements
DOCUMENTING YOUR SOLUTION ARCHITECTURE AND DESIGN
Documenting Your Solution Architecture and Design ❘ 503
DESIGNING YOUR DATA CENTER SERVICES
Power/Electrical Services
Network and Connectivity
Data and Application Storage
Virtualization
Management
Protection
Performing a Network Impact Assessment ❘ 513
PERFORMING A NETWORK IMPACT ASSESSMENT
Identifying Current WAN Utilization
ESTIMATING YOUR FARM’S CAPACITY AND PERFORMANCE REQUIREMENTS
Performance Planning Concepts
Estimating Required Throughput
Designing Your Logical and Physical Architecture ❘ 521
DESIGNING YOUR LOGICAL AND PHYSICAL ARCHITECTURE
Understanding Your SharePoint 2010 Logical Components
Designing Your Logical Architecture
Applying Your Logical Architecture to Your Physical Infrastructure
Planning Your Resource Grouping
Organizing Your Logical Topology
Planning Your Hosting Locations
Designing Your Physical Infrastructure
Designing Your Network Infrastructure
Planning Your Application Infrastructure Technologies ❘ 535
PLANNING YOUR APPLICATION INFRASTRUCTURE TECHNOLOGIES
Active Directory
Windows Server 2008 or Windows Server 2008 R2
IIS Conﬁguration
SQL Server 2005, SQL Server 2008, or SQL Server 2008 R2
PLANNING YOUR CONFIGURATION MANAGEMENT
Implementing Conﬁguration Management
Tools Used for Conﬁguration Management
Automated Scripts
Automated Tools
Relationship with Change Management
PLANNING YOUR OPERATIONS MANAGEMENT
Patching
Patching Strategy
Operational Maintenance or Housekeeping
Password Changes
Antivirus
Operational Security
DETERMINING BUSINESS AND APPLICATION REQUIREMENTS
Business Requirements
Application Requirements
PLANNING STORAGE CONFIGURATIONS
Planning Disk Storage
Planning Storage Architectures
PLANNING STORAGE SCALABILITY
Physical Storage Limits
Disk Performance
PLANNING DATA PROTECTION
RAID
Hardware and Software RAID
SQL SERVER PLANNING
Understanding SQL Server Features and Capabilities
Topology Planning for SQL Server
DATABASE LAYOUT PLANNING
Conﬁguration Database
Central Administration Content Database
Usage and Health Data Collection Service
Content Database
State Service
Secure Store Service
Business Data Connectivity Service
Managed Metadata Service
User Proﬁle Service
Web Analytics Service
Search Service
WINDOWS SERVER 2008 R2
DECIDING ON WHAT ARCHITECTURAL APPROACH TO USE
Custom Component Development Architectures
Designing Reusable Frameworks in SharePoint
Third-Party Component Considerations
Settling in with a Chosen Development Methodology
APPLICATION LIFE CYCLE MANAGEMENT IN SHAREPOINT 2010
Tools for Development
Source Control
Automated Builds
Testing and Quality Assurance
Environments for Large Projects
Identifying the Environments Your Developers Require
Identifying the Environments Your Testers Require
PLANNING PORTAL LIFE CYCLE AND MANAGEMENT
Portal Life Cycle Models
Planning Portal Life Cycle and Management ❘ 605
Key Development Phases
Solution Package Design
Solution and Feature Upgrade
HANDLING DEVELOPMENT TEAMS
Large Project Considerations
Large Project Life Cycle Models
Departmental Teams
Ofshore Teams
CLAIMS IN SHAREPOINT SERVER 2010
Trusted Provider Claims
Windows Claims
INDEX

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03/26/2012

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9781118284247

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